Securities Administrator, Service Administration (Contract 6 months)

Recognized as one of Alberta's Top 70 Employers for 2017 Olympia Financial Group Inc. provides personalized administrative services to our clients in four areas; Self Directed Investment Accounts, Foreign Exchange, Health Benefits, Exempt Edge, and ATMs. Founded in 1996, Olympia's head office is located in Calgary, AB.

We are looking for a Securities Administrator in our Calgary office.

Health Care Spending Account

Employee Assistance Program

Tuition Reimbursement

Employee Share Ownership Plan

Generous Vacation and Personal Days

Convenient location accessible by public transit

Role Summary

Your primary roles include tracking and monitoring all investment certificates received or sent from the Registered Plans Division. The Securities Coordinator must also maintain certificate accuracy and ensure that all regulatory requirements are being met.

As the ideal candidate, you must be able to deliver results in a dynamic and team oriented environment. This is an exciting opportunity for a confident individual who is able to process large volumes of information, while maintaining a high level of accuracy. This individual must able to multitask and is able to thrive in an ever-changing environment, builds relationships naturally, adapts quickly, and communicates effectively.

Role Responsibilities

Track and monitor all certificates within the Registered Plans Division

Research and promptly answers internal and external inquiries regarding securities

Responsible for tracking and ensuring accuracy for all certificates received or sent out

Must remain current on all policies and procedures within the securities area and the division

Handle all documents in accordance with the Olympia Trust Company customer service standards

Assist with quarterly security audits

Ensure compliance with internal and external audit and regulatory requirements

Verify own work for accuracy, clarity and completeness

Work cooperatively within the team to achieve common goals

Thorough understanding of the Anti‐Money Laundering (AML) policies and procedures